Employee Benefits Sales Executive

Job Overview – Employee Benefits Sales Executive

Compensation: $70,000 – $110,000/year + bonus

Location: Bucks County, PA

Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring an Employee Benefits Sales Executive in Bucks County, PA for our client, supporting business development, client relationship management, and employee benefits consulting initiatives within a growing insurance and financial services environment. This role focuses on generating new business opportunities, managing client relationships, and delivering customized employee benefits and insurance solutions to organizations and individuals. The ideal candidate will bring strong consultative sales experience, relationship-building abilities, and an active Life & Health insurance license.

Responsibilities as the Employee Benefits Sales Executive:

• Business Development: Generate new client relationships and drive revenue growth through consultative sales and networking initiatives.
• Client Relationship Management: Build and maintain long-term relationships with employers, decision-makers, and individual clients to support ongoing business opportunities.
• Benefits Consulting: Present and recommend employee benefits solutions including health, dental, vision, disability, life, and voluntary insurance programs.
• Insurance Sales: Support Medicare, life and health insurance, and financial planning-related sales initiatives across a diverse client base.
• Market Analysis: Identify client needs, evaluate benefit plan options, and develop tailored insurance and benefits recommendations.
• Sales Strategy & Reporting: Maintain pipeline activity, CRM documentation, and sales reporting while collaborating with internal teams to support client service initiatives.

Qualifications for the Employee Benefits Sales Executive:

• Education: Bachelor’s degree in Business, Marketing, Finance, or a related field is preferred.
• Licensure: Active Life & Health insurance license is required.
• Experience: 5+ years of outside sales, employee benefits, insurance, financial services, or related business development experience is required.
• Industry Knowledge: Understanding of employee benefits programs, Medicare products, insurance solutions, and financial planning services is preferred.
• Technical Skills: Proficiency with Microsoft Office Suite, CRM platforms, and sales reporting tools is required.
• Skills & Attributes: Strong communication skills, presentation abilities, relationship-building skills, problem-solving capabilities, and a results-driven mindset are required.

Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.

ID #49169